Hcr Wealth Advisors Purchases in Q4 2024

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
7.91K
+ 4.1%
$378.79 - $428.11 $3M - $3.39M
201K $82.5M
NVDA
Nvidia Corp

Technology
4.13K
+ 1.56%
$117.0 - $148.88 $484K - $615K
269K $36.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25.7K
+ 4.6%
$126.68 - $134.74 $3.26M - $3.47M
585K $74.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.75K
+ 188.74%
$521.84 - $558.82 $2.48M - $2.65M
7.26K $3.91M
TDG
Trans Digm Group Inc

Industrials
1.91K
New
$1239.0 - $1442.53 $2.37M - $2.76M
1.91K $2.43M
GOOGL
Alphabet Inc.

Communication Services
86
+ 0.09%
$161.86 - $196.66 $13.9K - $16.9K
96K $18.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.52K
+ 7.21%
$570.51 - $610.59 $1.44M - $1.54M
37.5K $22M
V
Visa Inc.

Financial Services
130
+ 0.4%
$273.87 - $320.91 $35.6K - $41.7K
32.4K $10.3M
CDZI
Cadiz Inc

Utilities
72.1K
+ 15.81%
$2.92 - $5.2 $210K - $375K
528K $2.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 4.45%
$113.92 - $127.38 $1.86M - $2.08M
384K $44.2M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 0.14%
$205.18 - $250.29 $8.82K - $10.8K
30.1K $7.22M
PANW
Palo Alto Networks Inc

Technology
34K
+ 99.92%
$181.96 - $405.9 $6.19M - $13.8M
68.1K $12.4M
AVGO
Broadcom Inc.

Technology
53
+ 0.43%
$159.67 - $250.0 $8.46K - $13.3K
12.3K $2.86M
GOOG
Alphabet Inc.

Communication Services
449
+ 2.02%
$163.08 - $198.16 $73.2K - $89K
22.7K $4.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.7K
+ 36.47%
$50.62 - $50.97 $592K - $596K
43.8K $2.22M
NOW
Service Now, Inc.

Technology
68
+ 2.2%
$867.18 - $1148.42 $59K - $78.1K
3.16K $3.35M
IEMG
Ishares Inc

ETFs
10.4K
+ 5.28%
N/A
207K $11.1M
META
Meta Platforms, Inc.

Communication Services
297
+ 1.66%
$554.08 - $632.68 $165K - $188K
18.2K $10.7M
DIS
Walt Disney CO

Communication Services
1.37K
+ 7.46%
$92.39 - $117.6 $126K - $161K
19.7K $2.19M
SCHG
Schwab Strategic Tr Us Large C

ETFs
124K
+ 301.76%
$25.93 - $105.3 $3.21M - $13M
165K $4.59M
URA
Global X Uranium ETF

ETFs
10.6K
New
$26.78 - $33.46 $283K - $354K
10.6K $283K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.79K
New
$77.25 - $91.3 $216K - $255K
2.79K $238K
PWR
Quanta Services, Inc.

Industrials
425
+ 7.48%
$296.05 - $346.6 $126K - $147K
6.11K $1.93M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 79.85%
$176.42 - $186.91 $222K - $236K
2.84K $505K
AZO
Autozone Inc

Consumer Cyclical
43
+ 2.68%
$2981.19 - $3370.27 $128K - $145K
1.65K $5.28M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.31K
New
$50.23 - $50.46 $216K - $217K
4.31K $216K
VRT
Vertiv Holdings CO

Industrials
2.42K
New
N/A
2.42K $209K
APO
Apollo Global Management, Inc.

Financial Services
1.24K
New
$131.36 - $178.61 $162K - $221K
1.24K $204K
URI
United Rentals, Inc.

Industrials
284
+ 97.26%
$704.44 - $880.32 $200K - $250K
576 $405K
XLF
Financial Sector Spdr

ETFs
3.08K
+ 54.54%
$44.89 - $51.34 $138K - $158K
8.73K $421K
GS
Goldman Sachs Group Inc

Financial Services
87
+ 5.99%
$486.1 - $608.57 $42.3K - $52.9K
1.54K $881K
MA
Mastercard Inc

Financial Services
68
+ 1.78%
$491.3 - $536.15 $33.4K - $36.5K
3.89K $2.05M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.08%
$54.98 - $77.35 $495 - $696
11.4K $801K
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 43.67%
$370.24 - $418.94 $111K - $126K
987 $396K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
402
+ 17.58%
$172.07 - $207.36 $69.2K - $83.4K
2.69K $531K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10K
New
$9.71 - $15.34 $97.4K - $154K
10K $133K
FISV
Fiserv Inc

Technology
984
New
N/A
984 $123K
NRG
Nrg Energy, Inc.

Utilities
1.36K
+ 38.12%
$85.3 - $101.61 $116K - $138K
4.93K $444K
CME
Cme Group Inc.

Financial Services
4
+ 0.04%
$221.17 - $246.02 $885 - $984
10.3K $2.38M
DFS
Discover Financial Services

Financial Services
1
+ 0.03%
$136.3 - $182.67 $136 - $183
3.26K $564K
VGT
Vanguard Information Technolog

ETFs
73
+ 4.18%
$571.78 - $647.97 $41.7K - $47.3K
1.82K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
204
+ 3.3%
$280.04 - $302.45 $57.1K - $61.7K
6.39K $1.85M
GLD
Spdr Gold Trust

ETFs
455
+ 2.78%
$236.59 - $257.5 $108K - $117K
16.9K $4.08M
ETN
Eaton Corp PLC

Industrials
262
+ 17.93%
$326.96 - $377.52 $85.7K - $98.9K
1.72K $571K
SYK
Stryker Corp

Healthcare
214
+ 2.89%
$345.14 - $392.15 $73.9K - $83.9K
7.63K $2.75M
BX
Blackstone Inc.

Financial Services
25
+ 0.84%
$148.45 - $199.05 $3.71K - $4.98K
2.99K $514K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.3K
+ 1.55%
$20.98 - $21.19 $48.2K - $48.7K
150K $3.17M
AXP
American Express CO

Financial Services
3
+ 0.14%
$267.35 - $305.57 $802 - $917
2.08K $616K
USB
Us Bancorp \De\

Financial Services
211
+ 1.06%
$43.98 - $53.66 $9.28K - $11.3K
20.1K $961K
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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